- Why Choose a CFP®?
- Our Services
Managing Your Finances
It all comes down to two simple words “Cash Flow”. All financial decisions are based on cash flow. There are only finite resources available to reduce/manage debt, save for retirement, education, and personal cash reserves. In order to implement a plan, there must be a clear and honest analysis of where the financial resources are being spent. Our job is to illustrate the most effective use of the resources which are available and allocate them in such a way to create a plan to meet your personal financial goals.
It is a fact; no one likes to pay taxes. Working together, we will review your personal situation and identify ways to implement tax planning where available to minimize your overall tax burden. We have strategic partnerships with local Certified Public Accountants (CPA’s) who are available to prepare tax returns and tax projections.
Buying a home can be one of the most exciting purchases of your life—but it is also a big decision that will have a major impact on financial planning. Whether you’re looking at a one-bedroom condominium or a five-bedroom house, we will work with you to help plan a mortgage strategy that fits your needs and considers your other financial responsibilities.
From choosing the right time to buy a house to deciding whether it is even a good idea, we can help guide you through this important decision. By assessing all the costs involved - from taxes to renovations - we will work with you to determine whether taking out a mortgage makes sense for your budget.
If you are considering taking out a mortgage, contact us today to discuss how to do so in a way that best fits your situation.